MCA

Maryland Capital Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 8.54%
This Quarter Est. Return
1 Year Est. Return
+8.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$685K
3
+$404K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$356K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$260K

Top Sells

1
+$1.05M
2
+$426K
3
+$426K
4
VTV icon
Vanguard Value ETF
VTV
+$178K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$159K

Sector Composition

1 Technology 14.41%
2 Consumer Staples 0.83%
3 Financials 0.61%
4 Energy 0.57%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
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